Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.626 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49654.12 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43623.55 Kr¶
PnL: ---------------------------------------> -1252.03 Kr¶
DD now: ---------------------------------> -6.525 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 11:24:55.464055'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.250000 | 1518.370000 | 95.370000 | 6.700000 | 1423.000014 |
| Nederman Holding | 1 | -3.320000 | 204.000000 | 5.000000 | 2.510000 | 199.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Hennes & Mauritz B | 6 | -1.170000 | 914.280000 | 2.280000 | 0.250000 | 912.000000 |
| JM | 7 | 0.890000 | 948.500000 | -1.500000 | -0.160000 | 950.000002 |
| ASSA ABLOY B | 4 | -0.440000 | 984.400000 | -8.600000 | -0.870000 | 993.000000 |
| BioGaia B | 8 | 1.640000 | 894.400000 | -9.600000 | -1.060000 | 904.000000 |
| Biotage | 1 | -1.970000 | 139.200000 | -9.800000 | -6.580000 | 149.000000 |
| Atrium Ljungberg B | 5 | -0.060000 | 893.500000 | -10.500000 | -1.160000 | 904.000000 |
| OX2 | 12 | -0.930000 | 898.200000 | -10.800000 | -1.190000 | 909.000000 |
| Bufab | 3 | 0.280000 | 1062.600000 | -13.400000 | -1.250000 | 1076.000001 |
| Eastnine | 6 | -2.010000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| AcadeMedia | 20 | -0.660000 | 963.600000 | -14.400000 | -1.470000 | 978.000000 |
| INVISIO | 15 | 0.000000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Vitrolife | 3 | 0.370000 | 659.400000 | -17.600000 | -2.600000 | 677.000001 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| Vitec Software Group B | 2 | -1.720000 | 1086.000000 | -18.000000 | -1.630000 | 1104.000000 |
| Latour B | 4 | -1.600000 | 834.400000 | -21.600000 | -2.520000 | 856.000000 |
| Investor B | 3 | -0.400000 | 635.100000 | -22.900000 | -3.480000 | 657.999999 |
| SKF B | 5 | 0.420000 | 952.500000 | -27.500000 | -2.810000 | 980.000000 |
| Sandvik | 4 | 0.200000 | 820.000000 | -28.000000 | -3.300000 | 848.000000 |
| Alimak Group | 12 | 0.620000 | 978.000000 | -29.000000 | -2.880000 | 1007.000004 |
| Byggmax Group | 33 | 0.140000 | 937.200000 | -29.800000 | -3.080000 | 966.999990 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Sagax A | 4 | -1.830000 | 856.000000 | -30.000000 | -3.390000 | 886.000000 |
| Addnode Group B | 7 | -1.540000 | 873.950000 | -31.050000 | -3.430000 | 904.999998 |
| Sagax B | 4 | -1.660000 | 853.600000 | -31.400000 | -3.550000 | 885.000000 |
| Hexatronic Group | 15 | -0.920000 | 1035.000000 | -36.000000 | -3.360000 | 1071.000000 |
| Hoist Finance | 36 | 0.000000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Platzer Fastigheter Holding B | 12 | -0.530000 | 903.600000 | -47.400000 | -4.980000 | 951.000000 |
| EQT | 4 | -2.830000 | 825.200000 | -47.800000 | -5.480000 | 873.000000 |
| HEXPOL B | 8 | -4.160000 | 902.400000 | -54.600000 | -5.710000 | 957.000000 |
| Catena | 2 | -0.850000 | 750.000000 | -56.000000 | -6.950000 | 806.000000 |
| Hexagon B | 26 | -0.960000 | 3351.400000 | -68.600000 | -2.010000 | 3420.000012 |
| Orrön Energy | 170 | -3.970000 | 1972.850000 | -73.150000 | -3.580000 | 2045.999980 |
| VEF | 788 | -0.430000 | 1804.520000 | -98.480000 | -5.170000 | 1903.000300 |
| Sedana Medical | 93 | 1.020000 | 2590.980000 | -392.600000 | -13.160000 | 2983.577733 |
| TOTAL | 43623.550000 | -1252.030000 | -6.52524% | 44875.578016 |
Updated:¶
'2023-06-21 11:25:11.764466'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
